Tax Help for Older People

The ‘Tax Help for Older People’ service is run by the charity ‘Tax Volunteers’ to provide free, impartial, professional tax help, advocacy and advice to those over 60 (or retired) with an annual net income of less than £20,000 p.a.

We deal with a huge range of personal tax problems. The more frequent our team encounter include PAYE coding issues, completing self-assessments and other forms, how to deal with an underpayments and guidance through retirement or bereavement. We also provide tax awareness training to pensioner groups and other generalist advice services.

Our team of well-trained staff provide telephone advice from our Dorset base, but about one in five of those who approach us need to talk to someone face-to-face. It is here that our network of volunteer tax advisers comes into play. Where possible these face-to-face advice sessions take place during a tax “surgery” in a local CAB branch, Age UK (NI) or Age Concern. But if a client is disabled, mobility impaired or has transport difficulties then we arrange for the interview to take place in their own home.

We draw our volunteers from within the accounting and tax professions and from retired tax inspectors. All give for free the amount of time they choose.

We can be contacted by phone on 0845 601 3321 or 01308 488066, by email [email protected], website www.taxvol.org.uk or by post Tax Help for Older People, Unit 10, Pineapple Business Park, Salway Ash, Bridport, Dorset DT6 5DB.

Registered charity number 1102276

Tax Help fop logo small

 

Leave a Response

You must be logged in to post a comment.

Other Legal & Finance - Finance - Tax Articles

How to manage money of an older person you care for

23 Jul 18

Depending on the kinds of difficulties someone’s having with their finances, the help you could provide might involve anything from helping them with bills and paperwork and assisting with their day-to-day money, through to taking on a lasting power of attorney.

Benefits and tax in retirement

22 Mar 17

Research has revealed* that more than £5 billion of means-tested benefits go unclaimed by retired people…

What are the rules for gifting assets?

23 Aug 16

It can be tempting to consider gifting assets to avoid paying for care, but beware of…

What are the new rules for tax on dividends?

31 May 16

New rules on tax on dividends came out on 6th April 2016, changing the way this…

Do I need to pay tax on my savings?

10 May 16

Have you received a letter from your bank or building society advising they will no longer…

Shop Online - view all

Viva

Receive the best advice & discounts on Lifetime Mortgages & Equity Release call 0800 0469776 Quote…

Find out more

Get Going Travel Insurance

Get Going Travel Insurance offer medical travel insurance at the right price.

Find out more

Collective Legal Solutions

Wills , Trusts, Probate & Lasting Powers of Attorney. Free home consultations. FREE information pack HERE or  call 0800…

Find out more